UNLIMITED POSSIBILITIES FOR COLLABORATION AND SUCCESS RKL Wealth Management’s focus on helping individuals, families and business owners realize their unique financial goals has generated tremendous growth for its clients, with the firm surpassing $1 billion in assets under management/advisement at the end of 2017. To sustain this success, RKL Wealth Management underwent a comprehensive strategic planning process during the summer of 2018. The identified goals and priorities for the next few years revolve around the collaborative spirit that has fueled RKL’s overall success in recent decades. Aligned around a vision to grow a powerful regional wealth management practice, the RKL Wealth Management team will more strategically integrate with and leverage the tax and advisory services of the CPA/consulting firm to offer its clients an enhanced and more customized experience along the entire financial planning and investment advisory spectrum. 13 | RKL ANNUAL REVIEW Bethany Novis, Partner “RKL values my entrepreneurial tendencies and gives me the support to expand our capabilities to play an even greater role in our clients’ success.” READY FOR WHAT’S NEXT IN BUSINESS From getting dependable, real-time financial metrics to finding and retaining strategic talent, the challenges facing today’s organizations have many seeking a better way to manage their back office functions. Under the leadership of Business Consulting Service Leader Bethany Novis, RKL’s Client Advisory Services Practice leverages best-in-class technology, strategically focused RKL talent and a forward-thinking approach to building and improving the key infrastructure needed to support organizations as they grow. From interim support to fully outsourced virtual accounting solutions, RKL helps companies prepare for what’s next in their business by giving them the insights, technology and talent they seek.